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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $568,158 | $108,701+422.7% | $74,723+660.4% | $152,909+271.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | -12.45% | 114.12%-126.6pp | 753.18%-765.6pp | 345.46%-357.9pp |
| Employer contribution / active EE | $500 | $1,504-66.8% | $1,084-53.9% | $4,764-89.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |